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Create intake form link and add to deal notes

Create intake form link and add to deal notes

Your deals missing intake links leave bookings without dates or reservation numbers and cause extra manual follow-ups. Add a short prefilled form link to the deal note so coordinators confirm bookings same day.

Create intake form link and add to deal notes

Overview

Deals without a structured intake link force account managers into manual back-and-forth and slow scheduling. Pinning a short, prefilled intake form link to the deal gives coordinators the reservation context they need. That reduces manual follow-up and helps confirm bookings the same day.

Create intake form link and add to deal notes